Managing Retirement Wealth demonstrates how to set up and manage a portfolio to meet a retiree's lifelong income objectives, contrasting two portfolio management methods: Total Return and Demand-Based. The book takes the reader through a personalized cash flow analysis to determine the proper management method to apply to a particular situation. Risk, inflation, taxes, are considered, as well as tools to enable an individual to select investments and how to establish an oversight system. The appendix includes AAII material on financial statement analysis.
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